WealthPLAN Partners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2023$287,388
+12.2%
8,116
+6.3%
0.03%0.0%
Q3 2023$256,206
+1.7%
7,632
+4.2%
0.03%
-16.7%
Q2 2023$251,903
+2.1%
7,327
+1.4%
0.04%
+28.6%
Q1 2023$246,658
-2.0%
7,2270.0%0.03%
+55.6%
Q4 2022$251,644
+4.0%
7,227
+8.5%
0.02%
+5.9%
Q1 2022$242,000
-12.9%
6,6580.0%0.02%
-5.6%
Q4 2021$278,000
+11.2%
6,658
+13.3%
0.02%
+5.9%
Q3 2021$250,000
-4.6%
5,879
-2.3%
0.02%
-5.6%
Q2 2021$262,000
+1.6%
6,016
+2.4%
0.02%
-10.0%
Q1 2021$258,000
-2.6%
5,876
+0.7%
0.02%
-13.0%
Q4 2020$265,000
+15.2%
5,838
-0.1%
0.02%
+4.5%
Q3 2020$230,000
-3.0%
5,844
-9.7%
0.02%
-12.0%
Q2 2020$237,000
+10.7%
6,472
-7.8%
0.02%
-10.7%
Q1 2020$214,000
-97.2%
7,020
-96.6%
0.03%
-96.9%
Q4 2019$7,642,000
+7.6%
204,548
+3.1%
0.90%
-7.1%
Q3 2019$7,104,000
+13.8%
198,435
+7.0%
0.97%
+3.3%
Q2 2019$6,245,000
+2.2%
185,538
+4.5%
0.94%
-1.5%
Q1 2019$6,112,000
+4.3%
177,527
+5.2%
0.95%
+1.3%
Q4 2018$5,858,000
+6.1%
168,731
-0.4%
0.94%
-6.5%
Q3 2018$5,521,000
+17.0%
169,462
+26.9%
1.01%
+4.2%
Q2 2018$4,719,000
-4.6%
133,529
+6.1%
0.97%
-10.9%
Q1 2018$4,946,000
+28.7%
125,863
+25.0%
1.08%
+5.4%
Q4 2017$3,842,000
+384100.0%
100,730
+479566.7%
1.03%
Q2 2016$1,000
-50.0%
21
-50.0%
0.00%
Q4 2015$2,000
+100.0%
42
+100.0%
0.00%
Q2 2015$1,000210.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,559,029$64,684,00016.89%
Brown Financial Advisory 250,141$10,378,0009.10%
HighMark Wealth Management LLC 312,033$12,944,0008.20%
Financial Strategies Group, Inc. 381,645$15,834,0006.46%
KWB Wealth 783,847$32,522,0005.40%
Sterneck Capital Management, LLC 216,238$8,972,0005.31%
Global Strategic Investment Solutions, LLC 621,655$25,792,0004.12%
CAPITAL WEALTH MANAGEMENT, LLC 141,408$5,867,0004.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 173,599$7,203,0004.04%
Better Money Decisions, LLC 114,531$4,752,0004.00%
View complete list of SPDR INDEX SHS FDS shareholders